Credit Controller and Finance Administrator
JN-334
Posted: 07/07/2025
- £26000
- Newton Abbot, South West,
- Permanent
My client, a local professional services company are currently seeking an experienced Credit Controller and Financial Administrator for their Newton Abbot based offices.
Job description:
Job description:
- Accessing the Bank Account for receipts and allocate them on the ledger throughout the da
- Allocating all payments received onto the accounts software (Sage)
- Updating standing order payments spreadsheet to ensure no payments are missed or stopped
- Follow up on any discrepancies with payments (under and overpayments etc)
- Deal with fee queries
- Send monthly statements
- Deal with telephone calls and emails throughout the day
- Contact clients by phone, email and letter
- Monitor Accounts Admin inbox throughout the day
- Take card payments
- Enter purchase ledger invoices into the software
- Assist the Practice Manager with supplier BACS payment summaries
- Purchase ledger administration, ensuring all supplier details are up to date and payment terms set up correctly
- Banking and posting client cheques/cash on a weekly basis
- Corresponding with Partners on client account concerns and issues
- Providing effective support to colleagues, managers and Partners
- Assist annually with the Professional Fees Insurance (PFI)
- Supporting the Finance Manager and Partner as required with tasks
- 3 years or more experience in a credit control role required
- Previous experience in the finance industry is desirable
- Ability to establish and maintain good client relationships, both internally and externally at all levels
- Ability to reconcile complex accounts and have excellent attention to detail
- Competence in Microsoft Office suite (Excel and Word), Sage or other accounting software programmes
- Prior experience with systems including invoice discounting
- Experience with CCH is desirable (accounts production software)
- Calm, confident manner to handle potentially uncomfortable conversations
- Good time management, self-organisation, and planning skills
- Strong communication skills, both written & verbal
- Strong attention to detail • To be friendly and approachable
- To be flexible and able to adapt to changes
